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Quality Assurance Specialist

Role overview

Qualifications

  • 1-3 years of QA, data auditing, call-center QA, lead-generation QA, or comparable quality-control experience
  • High school diploma required; associate or bachelor's degree preferred, or equivalent combination of education and experience
  • Strong Excel/Google Sheets skills and ability to work accurately with large data sets
  • Working knowledge of call-tracking platforms and lead-management CRMs

Responsibilities

  • Audit call-tracking data and CRM records for lead quality, routing accuracy, and compliance with campaign parameters
  • Review daily lead/call logs for data mismatches, invalid calls, scoring errors, missing fields, and other anomalies
  • Apply established QA protocols across the conversion funnel and document findings consistently
  • Support data gathering, cleaning, and verification used in performance reporting and partner invoicing

Key facts

Hard skills

Other skills

  • Quality Assurance
  • Microsoft Excel
  • Google Sheets
  • Detail Oriented
  • Communication

About the company

Wisepath Group logo

Wisepath Group

Investment Advisory & Wealth Management

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Company details

IndustryInvestment Advisory & Wealth Management
Company size11 - 50

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Job description

QA Associate

About the Role

This role is primarily assigned to legal/MVA operational quality function, validating lead and call data, routing accuracy, billing inputs, and partner-delivery quality within the broader customer-acquisition platform. Performs detailed quality-assurance and data-audit work across call-tracking and CRM records to protect lead quality, data accuracy, revenue reconciliation, and partner billing. Escalates complex discrepancies to the Reporting Manager.

What You'll Do

  • Audit call-tracking data and CRM records for lead quality, routing accuracy, and compliance with campaign parameters.
  • Review daily lead/call logs for data mismatches, invalid calls, scoring errors, missing fields, and other anomalies.
  • Apply established QA protocols across the conversion funnel and document findings consistently.
  • Support data gathering, cleaning, and verification used in performance reporting and partner invoicing.
  • Follow and help improve QA SOPs to reduce manual errors and improve repeatability.
  • Collaborate with internal teams and external data feeds to flag quality issues before they affect billing or partner trust.

Required Qualifications

  • 1-3 years of QA, data auditing, call-center QA, lead-generation QA, or comparable quality-control experience.
  • High school diploma required; associate or bachelor's degree preferred, or equivalent combination of education and experience.
  • Strong Excel/Google Sheets skills and ability to work accurately with large data sets.
  • Working knowledge of call-tracking platforms and lead-management CRMs.
  • Strong pattern recognition, attention to detail, documentation, and escalation judgment.
  • Clear written and verbal communication.

Preferred Qualifications

  • Hands-on Ringba experience.
  • Experience in lead generation, affiliate/performance marketing, or partner billing environments.

Work Schedule and Location

Remote - United States. Full-time remote role with scheduled overlap with the Reporting team and U.S. Eastern Time business operations. Reliable internet, a secure remote work environment, and appropriate protection of company and customer information are required.

Compensation and Benefits

The expected U.S. base salary range for this role is $55,000-$75,000. The actual offer will depend on relevant experience, skills, work location, internal equity, and other lawful job-related factors. This range reflects base compensation only.

Eligible U.S. W-2 employees participate in the benefit plans applicable to the position, subject to plan terms and eligibility rules. Benefit details are provided during the hiring process.


 

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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